how to pull the in a saved search that shows the parent name of a GL account

AI generated answer (using internal Slack threads):

To pull the parent name of a GL account in a saved search, you can use a formula field. However, it's important to note that saved searches do not have a direct field for the parent account. Here is a formula that has been used in a saved search before:

TRIM(REGEXP_SUBSTR({accountgrouped}, '[^:]+'))

. This formula is designed to extract the parent account name from the account hierarchy. However, this formula might not work in all cases. For example, if an account name happens to have a colon in it, the formula won't be accurate. Also, a 3+ level hierarchy might not work well with this formula. Another approach is to create a custom field on the nominal accounts record, source it from the sub-account, and list the name. Make sure the 'store value' option is unchecked. Please note that these formulas are typically used in transaction searches, not account searches. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******